Beaird Harris Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.25K | Buy |
36
+6
| +20% | +$1.21K | ﹤0.01% | 398 |
|
|
2025
Q1 | $6.21K | Sell |
30
-40
| -57% | -$8.28K | ﹤0.01% | 369 |
|
|
2024
Q4 | $13.5K | Hold |
70
| – | – | ﹤0.01% | 337 |
|
|
2024
Q3 | $13.3K | Buy |
70
+21
| +43% | +$3.98K | ﹤0.01% | 318 |
|
|
2024
Q2 | $7.82K | Hold |
49
| – | – | ﹤0.01% | 406 |
|
|
2024
Q1 | $8.48K | Sell |
49
-250
| -84% | -$43.3K | ﹤0.01% | 339 |
|
|
2023
Q4 | $41.9K | Buy |
299
+49
| +20% | +$6.86K | ﹤0.01% | 199 |
|
|
2023
Q3 | $27.9K | Sell |
250
-50
| -17% | -$5.57K | ﹤0.01% | 209 |
|
|
2023
Q2 | $32.7K | Hold |
300
| – | – | ﹤0.01% | 195 |
|
|
2023
Q1 | $33.2K | Sell |
300
-170
| -36% | -$18.8K | 0.01% | 194 |
|
|
2022
Q4 | $63.7K | Buy |
470
+40
| +9% | +$5.42K | 0.01% | 166 |
|
|
2022
Q3 | $54K | Hold |
430
| – | – | 0.01% | 159 |
|
|
2022
Q2 | $54K | Buy |
430
+402
| +1,436% | +$50.5K | 0.01% | 131 |
|
|
2022
Q1 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 441 |
|